Workflow
Debt-to-GDP ratio
icon
Search documents
X @The Economist
The Economist· 2025-07-03 11:40
If Trump’s economic bill passes, America’s debt-to GDP ratio will in about two years exceed the 106% reached after the second world war.Revenue from tariffs will help, but not enough to stop the ratio rising. The drift towards crisis will continue https://t.co/bJrrqx7kUt ...
Trump's budget bill will sharply raise debt as a percentage of GDP, says Rebecca Patterson
CNBC Television· 2025-07-01 21:56
Our next guest says the budget bill could push the dollar even lower after its worst start to the year since 1973. Let's bring in former Bridgewater chief strategist Rebecca Patterson. Rebecca, great to see you. Great to have you on the show.Um, in addition to the spending bill, there are other factors why you see a weaker dollar going forward. Yeah. Well, let's start with the spending bill.you know, the we're not at the finish line as as we just heard. But if we get a bill something like what we're seeing ...
2 Stocks Down 77% and 19% to Buy Right Now
The Motley Fool· 2025-06-22 08:40
Market Overview - The broader market has experienced a strong rally, with the S&P 500 delivering a total return of 10.5% over the last 12 months, driven by indications of moderating inflation and hopes for lower interest rates [1] Financial Sector Outlook - The outlook for financial companies is heavily influenced by macroeconomic conditions and the Federal Reserve's interest rate policy [2] PayPal Analysis - PayPal's stock is down approximately 17% year to date and 77% from its all-time high in 2021, despite solid gains in the broader financial sector [4] - The company maintains a strong position in the payments and financial services industry, with few competitors matching its financial foundations and operational track record [5] - PayPal's total revenue increased by 1% year over year to $7.8 billion, while total payment volume rose by 3% annually to $417.2 billion [6] - Non-GAAP earnings per share increased by 23% year over year to $1.33, with the company holding $15.8 billion in cash against $12.6 billion in debt after returning $1.5 billion to shareholders through stock buybacks [7] - PayPal stock is currently trading at 13.5 times this year's expected earnings, with potential for a more favorable operating environment if the Fed cuts interest rates [8] - The stock is viewed as an attractive investment opportunity in the financial sector due to its solid business foundations and encouraging performance [9] Prudential Financial Analysis - Prudential Financial is positioned to benefit from a potential increase in long-term interest rates, which could lead to higher yields on future bond purchases [13] - The stock is currently down 19% from its lifetime high, and higher interest rates may lower the value of its current bonds but increase the discount rate on its liabilities [13] - Prudential Financial offers a 5.1% dividend yield, making it a useful addition for portfolio insurance [14]